Why do you enjoy helping people with their investments and financial planning?

I enjoy it because finances touch almost every part of our lives. I find financial planning and investments to be much more than numbers and projections.

What makes you a good financial advisor?

My commitment to education and my desire to listen and learn.

If you could help each of your clients do one thing, what would it be?

I would help each client visualize 20 years down the road, the impact of today’s financial decisions.

What’s the most inspiring book you have ever read?

The Motive, by Patrick Lencioni.

If you weren’t a financial advisor, what would you do?

Well, I’d like to think I’m creative. So, either an Architect or a User Experience (UX) Designer.

 What about your life are you most proud of?

My relationship with my bride, Hannah. One of the biggest and best decisions of my life was marrying Hannah.

Favorite Movie Quote?

“How about I just go eat some hay, I can make things out of clay, and lay by the bay. I just may. What do you say?” - Happy Gilmore

Outside of work, what do you love to do?

Spending time with family, golfing, and cycling.

Professional High Points:

Becoming a CERTIFIED FINANCIAL PLANNER™ Professional

Passing the Uniform Investment Adviser Law Examination (Series 65)

Obtaining Bachelor’s Degree

Education and Certifications:

B.S. in Business Administration (Finance Option), Fresno State

CFP®

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